roll-up summary fields calculate values from a set of related records, such as those in a related list

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1answer
23 views

How to avoid Parent Validation Rule Triggered by Child Record CRUD - RSF

I've got a validation rule on few fields on Account. I already escaped few roll-up summary fields by using not(ischanged(field__c)), but team just noticed that attaching record will trigger the ...
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1answer
33 views

Need a trigger that will return(rolls up) minimum value from child records to Parent Record

I have two standard objects Quote QuoteLineItem Each Quote may have one/more QuoteLineItems or maynot have any QuoteLineItems. Quote and QuoteLineItem are related with Master Detail Relationship. ...
6
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1answer
128 views

Roll up Count of booleans

Is it possible to use a roll up or formula field to count the number of "true" or "false" values on a boolean field of a detail record? Example: Account <-Master-----Detail-> My_Object__c ...
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2answers
22 views

Deployment Error “The summarized field in not deterministic”

Question Has anyone gotten the following error when deploying roll-up summary fields and knows how to resolve? objects/My_Object__c.object (My_Object_c.Rollup_c) -- Error: The summarized field ...
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1answer
52 views

order of execution issue?

I have the following logic implemented: approval process with a field update that set's a datetime on object X to now() trigger listening to a change of this datetime field on after update. That ...
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2answers
96 views

Rollup Summary Trigger when I change the parent record

Hi this is my trigger for Rollup summary. No problem it is working how i wanted it to be but the problem is when i change the parent name it is not updating the field value in new parent record Kindly ...
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1answer
68 views

Roll-up summary on Lookup Relationship when multi-currency is enabled

I have one serious problem which i'm finding it difficult to resolve please help out..!!! I have Lookup relationship between Account and Opportunity(Custom Object) and i have enabled multi-currency ...
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1answer
54 views

How to rollup opportunity count up to top level account?

Use Case I Wanted to roll up opportunity count to the top level account. for e.g account a=2 opps child of account b=4(+2 own opps) child of account c=6(+2 own opps). For this i have created a roll ...
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3answers
269 views

Unable to reference a formula field in roll up summary

I have a formula field Broker_value__c on opportunity product which is a currency field. I need a sum of this field for opportunities closed today in my opportunities. I also created a formula field ...
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1answer
51 views

Looking for declarative approach to updating a field on a child record basd on a value from the parent record

I am racking my brain on the best way to solve for this seemingly easy issue. First let me set the stage a bit: I have custom objects called 'Demand' and 'Release'. Each demand is associated to a ...
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2answers
289 views

Roll up summary trigger for formula field

I have two object which are in lookup relationship Opportunity_c(Parent) and Recipt_c(child). And i have Due_Amount__c(formula) field in child object i.e Due_Amount__c = Payment_Schedule_c - ...
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1answer
30 views

How to do a count of attached opportunites

As above, we have a custom style of Organisation (Adviser) that can be can be linked to opportunities via a lookup function on the opportunity itself. Currently in the adviser org we have a manual ...
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0answers
95 views

How to display aggregated value from a custom object into summary roll up field

I have created a Junction-Object between Opportunity and a Custom Object we use. On each of the custom objects, there is a drop-down field of fulfillment. On Opportunity, I need to know, how many ...
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2answers
228 views

Account Roll up of contacts meeting certian criteria

I need to know at the account level how many contacts under this account match certain criteria. In this case, its whether or not a custom checkbox field is checked. So for instance, if under Acme ...
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1answer
97 views

How to count total occurence of checked field?

I have a checkbox field called Has_Key__c that checks whether an employee has a key to the building or not. I want to make a sum of all checked Has_Key__c and compare it with a total number of ...
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2answers
168 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
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1answer
244 views

Counting distinct Accounts in a parent/child relationship

I'm trying to do a Coverage report which will filter through to a dashboard, where I look to see how many accounts for a user have had a record linked to them in a custom object. I want to have a %age ...
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2answers
485 views

When does the Roll Up fields are calculated?

Well while doing some research found that Rollup fields are not updated in after trigger(am querying the field again using an SOQL from the trigger). This seems to be unexpected as per my knowledge ...
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2answers
84 views

Custom field showing a field from the first of multiple custom object entries

I have a custom object that we use for test scores for our students(contacts). A student can take the same test multiple times. My goal is to create a custom field in the contacts object that shows ...
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1answer
503 views

Can Detail Objects trigger Master Object Workflows?

I want changes to detail objects to trigger a workflow on the master object. The master object has a rollup summary field which COUNTs how many detail objects have a certain field set. When I change ...
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1answer
392 views

Rollup summary field always “currently being calculated” in spring '13 orgs

We are having an issue in an sandbox updated to Spring '13. After saving a record that has rollup summary fields, several summary fields (4 out of 6) will have an hourglass icon next to them with a ...
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2answers
830 views

Case Roll-up Field [Count]

I am trying to set up a trigger that updates a field that keeps the count of the related cases. But since it is my 1st trigger I am having a hard time to get it work. I googled some examples and tried ...
5
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2answers
323 views

Are rollup fields accessible in test methods?

When I create an object and some associated child objects in a test method, the rollup fields on the parent are always null. Is there some common approach to handling this? I think the same issue is ...
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1answer
2k views

Do changes to rollup summary fields cause triggers to fire?

If a parent record has a roll up summary field, let's say to calculate the number of line items on an opportunity, if a new line item is added (and hence the value of the rollup field is changed), ...
0
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1answer
66 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
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2answers
812 views

Date-dependent filtering of roll-up summary fields

On our Accounts, we have a related list to test scores (custom object) that "expire" after five years. I am trying to use a roll-up summary to display the best test score within the past 5 years. ...